Kevin
Davis
Wesbanco Securities, Inc
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About this Advisor
Kevin Davis is a financial advisor based in Wheeling, West Virginia, working with Wesbanco Securities, Inc. Kevin has previously held positions at Lpl Financial LLC, Fifth Third Securities, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Fifth Third Bank, Hamburg Financial Group, Morgan Stanley, Morgan Stanley Private Bank, N.A, and Wesbanco Securities Inc. Kevin has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Kevin is part of Wesbanco Securities, Inc, which operates out of Wheeling, West Virginia. The firm has 20 offices and 103 employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wesbanco Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wesbanco Securities, Inc Brokerage Details
$132,661,186
103
778
$170,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Davis Work History
Wesbanco Securities Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Fifth Third Bank
Fifth Third Securities
Lpl Financial LLC
Hamburg Financial Group
Disclosures
Please visit the SEC profile of Kevin Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wesbanco Securities, Inc
Wheeling, WV
Weirton, WV
Wheeling, WV
Ellwood City, PA
Wheeling, WV
Lexington, KY
Wheeling, WV
Beaver Falls, PA
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